With Pipeline eSign, send fast, secure, reliable signature requests. Docs flow seamelessly from Paperless Pipeline to your signers, then return completed and ready to move forward.
Send secure, professional signature requests without leaving Paperless Pipeline or interrupting your workflow.
Start from a transaction to autofill key details and keep everything tracked in the audit trail, or use the Reference Library for a quick, flexible option that doesn’t need to be tied to a specific deal.
As you prepare your request, you can add signer roles, drag and drop fields exactly where they're needed, and insert transaction information automatically to save time and reduce errors. You can also customize the signing experience by setting a signing order, adding CCs, and including a personal message.
Each request goes out with a secure link that can be signed from any device. Once completed, the signed document is automatically returned to Unassigned Docs, ready to be assigned like any other doc.
Send a signature request directly from a transaction to choose signers effortlessly, autofill transaction details, and keep everything tracked in the transaction's audit trail.
Who Can Do This: Anyone whose company is subscribed to Pipeline eSign.
To send a signature request from a transaction:
- Go to the Transaction
- Open the transaction where signatures are needed.
- Start the Signature Request
- Click [Send for Signature] from the action bar on the transaction.
- Select Signers
- Check the boxes next to people who need to sign. Choose from Agents, Assistants, Outside (Co-op) Agents, or Contacts.
Only select people who will be signing. If you're just preparing the doc, you don't need to include yourself.
- Check the boxes next to people who need to sign. Choose from Agents, Assistants, Outside (Co-op) Agents, or Contacts.
- Select Docs to be Signed
- Check the boxes next to the docs you want to include in the request. Choose from Transaction Docs and Reference Docs.
- Click [Continue] to start preparing the request.
- Check the boxes next to the docs you want to include in the request. Choose from Transaction Docs and Reference Docs.
- Select a Signer
- Use the Signers dropdown to choose the first person who will sign.
Start with the first signer. This keeps the request organized and fields tied to the right roles.
- Use the Signers dropdown to choose the first person who will sign.
- Place Fields for the Signer
- Drag and drop the necessary fields from the right menu onto the doc (outlined below).
Autofilled Transaction Info
Insert the available
Transaction Info fields to automatically pull key details directly from the transaction, like Transaction Name, Listing Date, and Buyer Name(s).
Document Text
Insert
Document Text to fill in any standard details you're responsible for entering, such as disclaimers or other required text. 
Signer Fields
Insert fields the signer is responsible for completing: Signature, Initials, and Signing Date.
Flexible Fields
Insert flexible fields that can be completed by either you or signer(s), depending on who has the information.
- Add Full Name and Company fields to automatically pull signer details directly from the transaction.
- Add a Text field when you need a flexible space for the signer to fill in custom information.
- Add a Checkbox field when you need something acknowledged, required, or reviewed by the signer.
Need help choosing the right fields? Check the Signature Fields Reference Guide for details on each field type.
- Drag and drop the necessary fields from the right menu onto the doc (outlined below).
- Repeat for Additional Signers
- Use the Signers dropdown to select additional signers, one at a time.
- Place and fill fields required for each signer to keep the form organized and easy to use.
- Finalize Request
- When the doc is finalized, click [Send] in the upper right corner of the doc preview.
- Optionally, customize the signing flow, include non-signers, or add a personal message:
- Set Signing Order: If signers need to complete the request in a specific order, check the option to [Set Signing Order] and drag signers into the correct sequence.
- Update Subject: Customize the email subject to reflect the docs to be signed, or leave it as is.
- Add CCs: If someone who isn't signing needs to receive a copy of the signed (docs), enter their email address.
- Add a Message: Add a short note or instructions to appear in the body of the email your recipients receive.
- Send the Request
- Click [Send Request]. Signers will get a secure link to review and sign from any device.
- When all signatures are complete, a final copy will be emailed to you and automatically added to Unassigned Docs, ready to assign like any other doc.
Transaction Info fields to automatically pull key details directly from the transaction, like Transaction Name, Listing Date, and Buyer Name(s).
Document Text to fill in any standard details you're responsible for entering, such as disclaimers or other required text. 
Send a signature request from the Reference Library when you need a quick, flexible option that isn’t tied to a specific transaction.
Who Can Do This: Anyone whose company is subscribed to Pipeline eSign.
To send a signature request from the Reference Library:
- Go to Your Reference Library
- Click [Reference] from the top menu.
- Start the Signature Request
- Click [Send for Signature] at the top of the page.
- Select Docs to be Signed
- Check the boxes next to the docs you want to include in the request.
- Click [Continue] to start preparing the request.
- Select a Signer
- Use the Signers dropdown to choose the first person who will sign.
Start with the first signer. This keeps the request organized and fields tied to the right roles.
- Place Fields for the Signer
- Drag and drop the necessary fields from the right menu onto the doc (outlined below).
Autofilled Transaction Info
Insert the available
Transaction Info fields to automatically pull key details directly from the transaction, like Transaction Name, Listing Date, and Buyer Name(s).
Document Text
Insert
Document Text to fill in any standard details you're responsible for entering, such as disclaimers or other required text.
Signer Fields
Insert fields the signer is responsible for completing: Signature, Initials, and Signing Date.
Flexible Fields
Insert flexible fields that can be completed by either you or signer(s), depending on who has the information.
- Add Full Name and Company fields to automatically pull signer details directly from the transaction.
- Add a Text field when you need a flexible space for the signer to fill in custom information.
- Add a Checkbox field when you need something acknowledged, required, or reviewed by the signer.
Need help choosing the right fields? Check the Signature Fields Reference Guide for details on each field type.
- Drag and drop the necessary fields from the right menu onto the doc (outlined below).
- Repeat for Additional Signers
- Use the Signers dropdown to select additional signers, one at a time.
- For each signer, place and fill fields required.
- Complete Request
- Click [Send] in the upper right corner of the doc preview.
- Optionally, customize the signing flow, include non-signers, or add a personal message:
- Set Signing Order: If signers need to complete the request in a specific order, check the option to [Set Signing Order] and drag signers into the correct sequence.
- Update Subject: Customize the email subject to reflect the docs to be signed, or leave it as is.
- Add CCs: If someone who isn't signing needs to receive a copy of the signed (docs), enter their email address.
- Add a Message: Add a short note or instructions to appear in the body of the email your recipients receive.
- Send the Request
- Click [Send Now]. Your recipients will get a secure link to review and sign from any device.
- When all signatures are complete, a final copy will be emailed to you and automatically added to Unassigned Docs, ready to assign like any other doc.
